Federico Prado - Senior Associate Consultant

Innsbruck, Austria

Experience

Jan 2022 - Dec 2025

2 years

Austria

Senior Associate Consultant

PwC

Delivery of complex solutions including flows, 3rd party integration and multiple clouds.
Presale support, solution design and time estimations.
Sprint Planning and Project Management.
UAT Coordination across the PwC Austria team for internal Salesforce project.
Delivery of complex solutions including flows, 3rd party integration and multiple clouds.
Qualtrics Surveys, NPS and C-Sat.
Inspire Planner implementation.
Process documentation.
Clouds: Sales, Service, Experience, Field Service, CPQ (custom) and Reporting. Focus on complex flows and 3rd party integrations.
Industries: Manufacturing, Health and Financial Services.

Jan 2021 - Present

3 years 7 months

Austria

Independent Business Consultant

Cassandra Advisory

Implementation of Salesforce Sales Cloud, HubSpot Sales and Marketing & MS Dynamics CRM.
Requirement gathering, process improvement, and automation to enhance user adoption and data quality.
Forecasting, KPIs and Sales Velocity.
Integrations with third-party applications and API calls. I.E: Chargebee for subscriptions.
Setup and complex Data Model for payment provider.
Power BI dashboards, Power Automate workflows, and business rule automation.
Industries: Financial Services, SaaS, and Technology.
Clients: EPI Payments, Redapt Inc and Reachify LLC.

Jan 2020 - Dec 2022

3 years

Austria

Digital Sales Operations Manager

Swarovski Optik

Coordination of ERP, PDF creation, chatbots, and customer service process improvements.
Migration from workflows and process builders to Flows.
Maintain the integration from Sales Cloud to Marketing Cloud, Data Extensions and Campaign Management.
Data migration, knowledge base enhancements, and training programs.
Clouds: Sales, Service, Experience, Marketing Cloud, Commerce Cloud and Reporting. Focus on complex flows and 3rd party integrations (Intercom and Qualtrics).
Industry: Manufacturing.

Jan 2019 - Dec 2020

2 years

Germany

Sales Operations & Salesforce Manager

Solarisbank AG

Design and development of lead generation and opportunity management processes.
Implementation and improvement of NDA, KYC and Onboarding processes.
Optimization of reporting solutions, internal and external project coordination.
Integration of quoting for complex pricing with CloudExtent and Excel.
Team performance monitoring and process automation.
Clouds: Sales and Docusign.
Industry: Financial Services (Bank).

Jan 2016 - Dec 2020

3 years

Germany

Team Leader - Senior Consultant

EMPAUA

Salesforce implementations and migrations across DACH region.
Led a team of 8 international consultants and was responsible for presale, technical architecture and project delivery.
Client onboarding and training.
Industries: Advertising, Insurance, Real Estate, and Health.
Clouds: Sales and Service Cloud, CPQ and Experience Cloud.

Jan 2013 - Dec 2016

4 years

Argentina

Business Operations & Salesforce Manager

BMC Software

Salesforce training, onboarding, and user adoption strategies, ensuring seamless implementation across teams.
Development and maintenance of sales analytics dashboards, forecasting tools, and KPI reports to support data-driven decision-making.
Designed and optimized sales processes to improve efficiency, pipeline visibility, and forecasting accuracy.
Defined sales territories, streamlined commission structures, and established best practices for lead management and deal tracking.
Troubleshooting and helpdesk assistance for Salesforce users, resolving issues to improve adoption and system efficiency.
Clouds: Sales and Service Cloud.
Industry: IT and Technology.

Jan 2009 - Dec 2014

5 years

Argentina

Sales Operations Specialist

Avaya

Operational support and coordination for sales associates and managers.
Management of new Salesforce initiatives and business process automation.
CRM data integrity management, ensuring accurate pipeline tracking and reporting.
Sales performance analytics, implementing dashboards for real-time tracking of key business metrics.
Clouds: Sales and Service Cloud.
Industry: Telecommunications.

Jan 2008 - Dec 2009

2 years

Argentina

Client Financial Analyst

Accenture

Financial assistance to project managers.
Worldwide invoicing process management for a $1B project.
Preparation of financial reports and account management.

Summary

15+ years of experience in RevOps & CRM consulting, focusing on banking, fintech, manufacturing and SaaS companies.
Expert in Salesforce solutions, including Sales Cloud, Service Cloud, Field Service Cloud and Experience Cloud.
Successful CRM transformations for 35+ clients worldwide, from mid-sized businesses to enterprises. From subscriptions to quotes, invoicing, customer service, forecasting and sales velocity.
Experienced in system integrations with ERP, BI, HubSpot, MS Dynamics, APIs & middleware. Docusign, Qualtrics, Zuora Invoicing, etc.